A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 121,186 shares of SCHX stock, worth $2.88 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares
121,186
Previous 127,418 4.89%
Holding current value
$2.88 Million
Previous $8.19 Million 0.44%
% of portfolio
1.39%
Previous 1.5%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

SELL
$61.11 - $67.85 $380,837 - $422,841
-6,232 Reduced 4.89%
121,186 $8.22 Million
Q2 2024

Aug 06, 2024

SELL
$58.7 - $64.78 $24,771 - $27,337
-422 Reduced 0.33%
127,418 $8.19 Million
Q1 2024

May 15, 2024

SELL
$55.41 - $62.08 $58,679 - $65,742
-1,059 Reduced 0.82%
127,840 $7.93 Million
Q4 2023

Feb 06, 2024

SELL
$48.47 - $56.6 $38,388 - $44,827
-792 Reduced 0.61%
128,899 $7.27 Million
Q3 2023

Nov 03, 2023

SELL
$50.36 - $54.21 $32,734 - $35,236
-650 Reduced 0.5%
129,691 $6.56 Million
Q2 2023

Aug 01, 2023

SELL
$47.67 - $52.37 $331,735 - $364,442
-6,959 Reduced 5.07%
130,341 $6.83 Million
Q1 2023

May 05, 2023

SELL
$44.78 - $49.41 $88,709 - $97,881
-1,981 Reduced 1.42%
137,300 $6.64 Million
Q4 2022

Feb 14, 2023

SELL
$42.25 - $48.16 $1.85 Million - $2.11 Million
-43,871 Reduced 23.95%
139,281 $6.29 Million
Q3 2022

Nov 14, 2022

SELL
$42.35 - $51.01 $1.27 Million - $1.53 Million
-29,991 Reduced 14.07%
183,152 $7.76 Million
Q2 2022

Aug 05, 2022

SELL
$43.35 - $54.51 $25,012 - $31,452
-577 Reduced 0.27%
213,143 $9.52 Million
Q1 2022

May 16, 2022

BUY
$49.51 - $57.27 $5.28 Million - $6.11 Million
106,649 Added 99.61%
213,720 $11.5 Million
Q4 2021

Mar 08, 2022

SELL
$51.9 - $57.29 $22,161 - $24,462
-427 Reduced 0.4%
107,071 $12.2 Million
Q3 2021

Nov 30, 2021

BUY
$51.52 - $54.94 $671,357 - $715,923
13,031 Added 13.79%
107,498 $11.2 Million
Q2 2021

Aug 13, 2021

SELL
$48.62 - $52.01 $64,664 - $69,173
-1,330 Reduced 1.39%
94,467 $9.82 Million
Q1 2021

May 17, 2021

SELL
$44.9 - $48.34 $1.38 Million - $1.49 Million
-30,841 Reduced 24.35%
95,797 $9.2 Million
Q4 2020

Feb 16, 2021

BUY
$39.35 - $45.48 $42,576 - $49,209
1,082 Added 0.86%
126,638 $11.5 Million
Q3 2020

Nov 16, 2020

BUY
$37.26 - $43.03 $99,782 - $115,234
2,678 Added 2.18%
125,556 $10.1 Million
Q2 2020

Aug 11, 2020

SELL
$29.25 - $38.76 $1,872 - $2,480
-64 Reduced 0.05%
122,878 $9.11 Million
Q1 2020

May 19, 2020

BUY
$26.61 - $40.52 $83,342 - $126,908
3,132 Added 2.61%
122,942 $7.53 Million
Q4 2019

Feb 14, 2020

BUY
$34.42 - $38.54 $4.12 Million - $4.62 Million
119,810 New
119,810 $9.2 Million

Others Institutions Holding SCHX

About SCHWAB STRATEGIC TR US LARGE-C


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